AI automation case study
Lead Management and Recovery System
A connected GoHighLevel system for lead intake, qualification, booking reminders, missed calls, and no-show recovery.
- Status
- Built
- Origin
- GoHighLevel
- Date
- Undated record
GoHighLevel new lead intake and follow-up workflow
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A closer look
Explore the interface and the decisions built into it. Open any capture at full size to read the details.
GoHighLevel reply handling, opt-out, and qualification workflow
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GoHighLevel appointment-booked and reminder workflow
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GoHighLevel no-show and cancellation recovery workflow
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GoHighLevel no-show reply detector workflow
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GoHighLevel missed-call text-back workflow
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Watch the proof film
A short local film made from privacy-reviewed project captures. No contact records or client identities are shown.
Local privacy-reviewed proof film · Full Loom walkthrough available, 1:33
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What needed to change
New inquiries can cool off when intake, qualification, booking, reminders, missed calls, and no-show follow-up are handled as separate tasks.
System
How the system works
The connected workflows receive the lead, handle opt-out intent, qualify the reply, update the opportunity, manage booking reminders, and open recovery paths after a missed call or appointment.
- Intake
- Lead capture, opportunity creation, and timed follow-up
- Qualification
- Opt-out handling, reply routing, and booking next steps
- Recovery
- Reminders, missed-call text-back, and no-show follow-up
Outcome
What is supported by the record
Six real workflow captures and a privacy-reviewed film show the system from first inquiry through recovery. The record demonstrates the build without claiming client revenue or unattended production results.
System proof
6 privacy-reviewed GoHighLevel workflow captures
Proof film
Local Remotion film built from the real captures
Walkthrough
Privacy-reviewed 1 minute 33 second Loom demo
Tools
Connected tools and methods
- GoHighLevel
- CRM pipelines
- SMS and email
- Booking calendar
Next step